China Cloud Computing Industry Investment Report 2013

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2 Contents Definition of Cloud Computing Definition History Research on Development Status of Cloud Computing Industry in China s Market Policy Environment Industrial Chain Business Model IaaS Publisher Founder, Chairman & CEO Gavin Ni English Editors Jarod Ji & Lisa Zhang Layout Designer Camille Zhang Research Contact Tel: +86(10) ext Research@zero2ipo.com.cn Zero2IPO Customer Service Hotline PaaS SaaS Development Status China s Cloud Computing Market is in Small Size but Growing Rapidly and of Huge Potential Local Patterns of Cloud Computing Initially Take Shape with the Support from Local Governments Infrastructure Is Weak, with A Focus on Developing Network and Data Center in Recent Years Enterprise Users Are Still Scrupulous about Cloud Computing, and Security Is An Important Drawback The Period of 12th Five-Year Plan Is A Key Period for the Growth of Cloud Computing Industry Research on Investment of Cloud Computing in China Analysis of VC/PE Investment Investment Size Investment Rounds Investment Regions Investment Currency Analysis of M&As and IPOs Analysis of Development Trend and Investment Opportunities of Cloud Computing in China s Market Development Trend Cloud Computing Industry Will Gradually Attract More Attention from Capital Market

3 The Improvement of the Cloud Computing Industry Chain Will Be Accelerated in the Big Data Era Market Demands Gradually Become the Main Driving Force for the Development of Cloud Computing Industry New Urbanization May Promote the Implementation of Public Cloud Cloud Computing Services for Individuals Will Be Further Popularized Investment Opportunities and Risks Data Center Field Cloud Security Related Field Public Cloud Related Field Personal User Cloud Services Field

4 Figures Figure Development History of Cloud Computing Industry in China Figure Industrial Chain of Cloud Computing 6 2 Figure Comparison of Global Cloud Computing Service Industry by Market Scale in Figure Prediction of Cloud Computing Service Industry in China's Market by Market Size in Figure Geographic Distribution of Cloud Computing in China's Market 13 Figure Year-on-Year Comparison of Cloud Computing in China's Market by Investment Scale in Figure Comparison of Cloud Computing in China's Market in (By Investment Round) 24 Figure Figure Figure Figure Comparison of Cloud Computing Investment Round in China's Market in 2012 (By No. of Deals) Geographic Distribution of Cloud Computing Investment in China's Market in 2012 (By No. of Deals) Comparison of Cloud Computing Investment Cases in (By Currency) Comparison of Cloud Computing Investment Amt. in (By Currency)

5 Tables Table Key Policies of Cloud Computing Industry in China 4 Table Size and Region Classification of Data Centers 16 Table Geographic Distribution of Cloud Computing Investments in China's Market in Table IPOs of Cloud Computing in China s Market in

6 VC China Cloud Computing Industry Investment Report Definition of Cloud Computing Definition The most authoritative definition of cloud computing was proposed in 2011 by the National Institute of Standards and Technology (NIST): Cloud computing is a model for enabling convenient, on-demand network access to a shared pool of configurable computing resources (e.g., networks, servers, storage, applications and services) that can be rapidly provisioned and released with minimal management effort or service provider interaction. In short, cloud computing is an internet-based computing method with which the shared software and hardware resources and information can be provided on demand for computers and other equipment. Cloud computing is the third IT revolution following the personal computer revolution and Internet revolution. In 2010, the Chinese government listed cloud computing as one of the strategic emerging industries History China s cloud computing industry was officially started in Different from Europe and America, government cloud computing dominated this industry in China at the early stage. The main reason is that Chinese Internet companies are much smaller than their counterparts in the US, such as IBM and Google, so they are more cautious in trying in new technological fields when the business model of cloud computing is not mature yet at the early stage. Under the state s relevant support policies on strategic emerging industries, the government took 1

7 China Venture Capital Research Series This Series includes quarterly and annual reports. Based on the survey of active VC institutions in China, the series covers all aspects of Chinese and foreign VC firms, including fundraising, investment, exit, etc. In addition, the series also provide indepth analysis on typical deals, review and outlook. This series is the most authoritative and all-inclusive information source of China's VC market. China Private Equity Research Series This Series includes quarterly and annual reports. The series reveals activities of PE funds in fundraising, investment, cases, exit, etc. In addition, reports provide in-depth analysis on hot spots, such as insurers and commercial banks participating in PE investments, and PE firms compensation & performance appraisal. China Merger and Acquisition Research Series This Series includes quarterly and annual reports, offering statistics, research and analysis on China's M&A market. The series mainly study deals of bio/healthcare, energy & mineral, real estate, etc., crossborder and VC/PE-backed deals and buyout funds, as well as also provide objective prospects and forecast on the M&A market. China Enterprises IPO Research Series This Series includes quarterly & annual reports, offering statistics and research on Chinese enterprises' IPOs in overseas & domestic markets. This report series presents the influence and analysis of macro-economy on the global capital markets, especially focusing on financing amount, issue price & industry breakdown of Chinese IPOs, analysis on lead underwriters, VC/PE-backed IPOs, etc. China Limited Partners Research Series This Series includes quarterly and annual reports, providing the statistic, research and analysis on active domestic and foreign LPs in China's VC/PE market. Furthermore, this report series presents an overview of the fundraising of China s VC/ PE funds, as well as outlook and prediction of the LP market. This series provides the readers in-depth insights of LPs in terms of composition, investment size and strategy. China Private Equity Real Estate Fund Research Series This Series, including quarterly and annual reports, covers the typical case study and market statistics concerning fundraising, investments, exits of funds in China s PERE market, as well as the data related to real estate M&As, hot spot follow-up, review and outlook. China Special Issue Series Zero2IPO Research Center launched a series of special issues on the market hot spots in 2012, including the China VC Early-stage Investment Report, China Insurance Companies PE Investment Activity Report, China List Companies PE Investment Activity Report, China Government Guidance Fund Operating Mechanism Report, China PE Secondary Market Investment Report, etc. This report series serves as precious reference for insiders of the industry. PE Data PEdata is the most comprehensive, accurate and up to date professional database covering China's venture capital (VC) and private equity (PE) fields. Its PC client and mobile app can provide professional and fast information services for LPs, VC/PE firms, strategic investors as well as government agencies, law firms, accounting firms, investment banks, research institutions, etc LPs Investment Institutions Funds Investor Profile Investment Deals 360,000+ Research Reports M&A Deals IPOs Exits Service Providers Policies and Regulations Comprehensive financial data of 7,000,000+ unlisted companies and detailed financial data of 500,000 selected private companies Intelligent Search: Realize intelligent matching via mass professional lexicon based on the search conditions Data Export: Provide function for exporting data, including details, search results, etc. China Industry Investment Research Series China Industry Investment Research Series aims more than 20 subindustries, including TMT, media & entertainment, clean-tech, bio/ healthcare, consumer goods, energy & mineral, machinery manufacturing, etc. The research covers development, main players, investments, M&As, IPOs and the analysis on typical cases and key enterprises in the sub-industries. We hope this series will help investors have a clear picture of the investment climate in their concerned industries. China Venture Capital & Private Equity Directory China VC/PE Directory is issued after updating on the basis of the VC/PE firm information in Zero2IPO Database. This Directory includes 600+ foreign and domestic firms in China and covers all-around information, such as the AUM, investment sector, investment stage, portfolio, firm profile, investment deals, exits, management team and contacts, as well as detailed contact information (address, telephone numbers, fax, and website). The directory renders inclusive information of VC/PE firms, offering authoritative and timely information reference for VC/PE insiders and enterprises for financing. Customized Research Zero2IPO Research Center provides LP, investment firms, governments and research institutions customized advisory services, i.e. fund selection and investigation, corporate investment decision support, GP benchmark study, VC/PE firm strategic development planning, industry and finance combination benchmarking, industry and regional investment opportunity research, target industry investment analysis, VC/PE fund portfolio innovation, etc. Research Contact Xinghua Fu Tel: +86(10) Mobile: Xinghuafu@zero2ipo.com.cn Zero2IPO Customer Service Hotline research@zero2ipo.com.cn

8 Copyright Declaration Produced by Zero2IPO Research Center, this report is strictly protected by all relevant copyright laws. Zero2IPO Group reserves final explanation and proprietary rights. Any piece of information contained in the report can only be for reference by the purchaser. Without written consent from Zero2IPO, no copying or translation of the report and/or any piece of information contained in the reports is allowed. Legal actions will be taken in case of plagiarism and/or violation of the above statement. Introduction to Survey and Report Compilation Zero2IPO Research Center launched Zero2IPO China VC Survey on 50 VC funds active in China since 2001, with the aim of conducting timely, sustained and in-depth analysis on characteristics and development process of China's VC industry, In addition, Zero2IPO Research Center also initiated Chinese IPO Survey and China PE and M&A Survey in 2003 and 2006 respectively. At present, the surveys have covered 6,000+ local and foreign funds and companies engaging in VC/PE investments in China, as well as multinational and domestic enterprises involved in IPOs and M&As. The conclusion and data in the report were mainly based on China VC quarterly survey. The report presents readers with informative, precise analysis, and objective conclusions. The data in the report is rounded off to two decimal places. Therefore, there are differences between the amounts in total or the total percentages and the ones added individually. About Zero2IPO Research Center Founded in 2001, Zero2IPO Research has been committed to providing professional information, data, research and consulting services for limited partners, VC/PE firms, strategic investors as well as government agencies, law firms, accounting firms, investment banks, research institutions, etc. Its research covers LP, VC, PE, IPO, M&A, PERE, as well as industries such as TMT, Traditional, Clean-tech, Bio/Healthcare, Mass Consumption, Modern Agriculture, Advanced Manufacturing, etc. Zero2IPO Research has now become one of the most professional and authoritative research institutions in China. Product brands under Zero2IPO Research include: Z-Report, Z-Advisory, PE Data, PE Manager, and Z-Index. PEdata is the most comprehensive, accurate and up to date professional database covering China s venture capital (VC) and private equity (PE) fields. Its PC client and mobile app can provide professional and fast information services for LPs, VC/PE firms, strategic investors as well as government agencies, law firms, accounting firms, investment banks, research institutions, etc. About Zero2IPO Group Founded in 1999, Zero2IPO Group is a leading integrated service provider and investment institution in China s VC/PE industry. Its main operations include research & consultancy, event & forum organization, information & news releasing, investment banking services, direct investments and FOF management. Founded in 2001, Zero2IPO Research has been committed to providing professional information, data, research and consulting services for limited partners, VC/PE firms, strategic investors as well as government agencies, law firms, accounting firms, investment banks, research institutions, etc. Its research covers LP, VC, PE, IPO, M&A, PERE, as well as industries such as TMT, Traditional, Clean-tech, Bio/Healthcare, Mass Consumption, Modern Agriculture, Advanced Manufacturing, etc. Zero2IPO Research has now become one of the most professional and authoritative research institutions in China. Product brands under Zero2IPO Research include: Z-Report, Z-Advisory, PE Data, PE Manager, and Z-Index. Zero2IPO Events: Zero2IPO Events has organized 100+ China VC/PE Forums and 100+ Z-club events. Over 10,000 participants attend these conferences and club events held in China, Japan, Europe, and the USA each year. Together, they constitute the largest networking and the most influential communication platform for investors and entrepreneurs in China. Its event brands include CVCF, LP Summit, CEO Summit, Industry Investment Forum, Venture 50, & Z-Club. Zero2IPO Capital: Zero2IPO Capital, the investment banking arm of Zero2IPO Group, focuses on the Chinese VC/ PE market, providing professional services in fundraising, M&A, restructuring, finance and management for high-growth enterprises, VC managers and investment firms. Each year, Zero2IPO Capital assists over 20 enterprises to complete fundraising and M&As with an aggregate transaction value of hundreds of thousands of dollars. These enterprises are distributed across a broad spectrum of industries, including the Internet, telecommunications, education, healthcare, consumer goods, retail and services. Zero2IPO Capital remains a leader in investment banking services in China. Zero2IPO Ventures: Launched in 2006, Zero2IPO Ventures is the venture investment arm under Zero2IPO Group which targets high-potential and high-growth Chinese enterprises. Leveraging Zero2IPO's vast network in China, Zero2IPO Ventures does not compete with other venture funds, but rather pursues a two-pronged investment strategy, i.e. to co-invest with active VC firms in growth and late stage companies and to lead or co-lead in early stage startups in China. Industry focuses include the Internet, mobile and wireless applications, digital media, healthcare, green-tech, consumable products and services, and other emerging sectors. Zero2IPO Partners: Zero2IPO Partners, the FOF management arm of Zero2IPO Group launched in 2011, focuses on investments in quality VC/PE funds in China, aiming to be China s leading and most reliable PE FOF to promote the development of China s VC/PE sector. Pedaily.cn: PEdaily.cn is a leading web portal in China s VC/PE industry. Integrating the strongest networks and research resources of Zero2IPO Group in past 10+ years, PEdaily.cn focuses on sharing timely industry news, abundant data, and in-depth analysis with its users. Zero2IPO Group is headquartered in Beijing with offices in Shanghai, Shenzhen, Hong Kong, and Silicon Valley.

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